PBM Consulting Company
Last updated: May 2026
1. Acceptance of Terms
By accessing our website at pbm-consulting.com or engaging PBM Consulting Company for services, you agree to these Terms & Conditions. If you do not agree, please do not use our website or services.
2. Services
PBM Consulting Company provides professional accounting and tax services including business tax preparation, individual tax preparation, bookkeeping, payroll services, and IRS representation. All services are subject to a separate engagement agreement or client contract, which will govern the specific terms, scope, fees, and deliverables of each engagement.
3. Not Legal Advice
The content on our website, including blog posts and articles, is provided for general informational and educational purposes only. It does not constitute legal, tax, or financial advice and should not be relied upon as such. Tax laws change frequently and vary by individual circumstance. Always consult directly with a qualified professional — including us — before making financial or tax decisions.
4. Client Responsibilities
Clients engaging PBM Consulting Company agree to:
- Provide accurate, complete, and timely information required to perform the requested services
- Review all prepared documents before signing or filing
- Notify us promptly of any changes in financial circumstances, business structure, or contact information
- Pay fees as agreed in the engagement letter or service agreement
PBM Consulting Company is not responsible for errors, penalties, or delays resulting from incomplete, inaccurate, or late information provided by the client.
5. Fees and Payment
Fees for services are established prior to engagement and communicated to the client. PBM Consulting Company reserves the right to adjust fees with reasonable notice. Unpaid balances may result in suspension of services.
6. Confidentiality
PBM Consulting Company maintains strict confidentiality of all client information in accordance with the AICPA Code of Professional Conduct, IRS Circular 230, and applicable Illinois state regulations. We will not disclose your information to third parties except as outlined in our Privacy Policy or as required by law.
7. Intellectual Property
All content on pbm-consulting.com — including text, blog posts, graphics, and branding — is the property of PBM Consulting Company and may not be reproduced, distributed, or used without prior written permission.
8. Limitation of Liability
PBM Consulting Company’s liability for any claim arising out of our services is limited to the fees paid for the specific service giving rise to the claim. We are not liable for indirect, incidental, or consequential damages. Nothing in these terms limits liability for gross negligence or willful misconduct.
9. IRS Representation Disclaimer
Engagement of IRS representation services does not guarantee any specific outcome. Results depend on individual circumstances, documentation provided, and IRS determinations outside our control.
10. Governing Law
These Terms & Conditions are governed by the laws of the State of Illinois. Any disputes arising from these terms or our services shall be resolved in the courts of Lake County, Illinois.
11. Changes to These Terms
We reserve the right to update these Terms & Conditions at any time. Updates will be posted on this page with a revised effective date. Continued use of our website or services constitutes acceptance of the updated terms.
12. Contact Us
For questions about these Terms & Conditions:
PBM Consulting Company 100 Village Green S, Suite 220 Lincolnshire, IL 60069 Phone: (630) 440-4975 Email: info@pbm-consulting.com